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Sectors in Focus

Major Corporate Developments This Week

1. BEL: Secured additional orders worth Rs. 592 Crore. These major orders include systems overhaul, communication equipment, combat system management, jammers, upgrades, spares, and various services.
2. Defence stocks: As per the news flow, India Likely To Step Up FY26 Defence Capital Budget By Around Rs 45,000 Crore To Fund Big-Ticket Military Projects citing domestic procurement is projected to surpass Rs 1.12 lakh crore in FY26.
3. Powermech: Company has been awarded Balance of plant package project on EPC basis for 1x800 MW Singareni TPS stage IIby BHEL for a total contract value of Rs 2,500 crore. The scope of work includes EPC of coal and Biomass handling system, Ash handling system, Utilities, Water and wastewater treatment plant and civil & structural works.
4. KEC International: Secured a new order of Rs. 1,038 crore for Design, Supply and Installation of 380 kV GIS Substation in Saudi Arabia. YTD order inflows stands at Rs 16,000 crore.
5. TVS Motors: TVS Motor Company has finally made a bold entry in the adventure touring segment with the all-new TVS Apache RTX priced at an introductory Rs. 1.99 lakh (ex-showroom) for the base variant.
6. Kaynes Technology: Company announced India’s first manufactured IPM Multi-Chip Module (IPM5). 900 modules assembled, tested, and cleared at Sanand OSAT facility under India Semiconductor Mission 1.0. Delivered to Alpha & Omega Semiconductor (AOS), Sunnyvale, USA — a global power semiconductor leader.
7. Saatvik Green: Company has secured a significant order worth Rs 638.85 crore.
8. Mishra Dhatu Nigam: Company Secures Order worth Rs 306 Crore.
9. Godrej Properties: Company acquires 26-acre land parcel near Sarjapur Road, Bengaluru with an estimated revenue potential of ₹1,000 cr.
10. Crompton Greaves Consumer: Company launched star param JB Downlighter (5w, 7w, 9w); Product Categorized under B2C Lighting for Domestic Market.
11. DCM Shriram: Company Commissions 35,000 TPA Ech Plant in Gujarat, Balance Capacity of 17,000 TPA to Be Commissioned Shortly
12. KEC International: Secured new orders of Rs. 1,174 crores for Transmission & Distribution projects in India and the Middle East. With these orders YTD order intake stands at ~Rs. 14,000 crore.
13. KFin Technologies : The company has acquired a 51% controlling stake in Ascent Fund Services (Singapore) for USD 34.7 million, expanding into the global fund administration business. Ascent, with US$17.5 million revenue (FY25) and US$26 billion AUA across 18 countries, will boost KFintech’s total AUA to US$340 billion.
14. NHPC: The company successfully completed the trial run of the fifth and final phase (85.72 MW) of its 300 MW Karnisar Solar Project in Bikaner, Rajasthan, making it ready for commercial operation.
15. Welspun Enterprises: The company disclosed its L1 bidder status in two projects: a Rs 7,300 crore MoRTH-backed six-lane Pune–Shirur highway (53.4 km, 29-year concession) and a Rs 3,145 crore, 910 MLD Panjrapur water treatment plant with Veolia Water Technologies as partner.
16. Endurance Tech: commenced commercial production of alloy wheels for two-wheelers at its new greenfield manufacturing plant in AURIC, Bidkin with a capacity of 1,50000 sets of alloy wheels per month.
17. NTPC Green Energy: The company entered into an agreement with ENEOS Corporation to deliver green methanol and green hydrogen derivative products.
18. Hindustan Construction Company (HCC) : The company has won a Rs. 204 crore order from Hindalco Industries for fabrication and erection work at the Aditya Aluminium smelter expansion in Odisha, which will add 200,000 tonnes per annum capacity. The contract underscores HCC’s expertise in executing complex industrial projects.
19. Hero MotoCorp: The company has entered Italy through a distribution partnership with Pelpi International. The launch marks Hero’s 49th international market, with plans to expand from 36 to 54 dealers across key cities. The company will offer Euro 5+ compliant models, reinforcing its global push for sustainable and smart mobility solutions.

TechnoFunda Investing Quote from Legends -

Warren Buffett’s quote, "Time is the friend of the wonderful business, the enemy of the mediocre," highlights the power of compounding and business quality over the long term. A wonderful business — one with strong fundamentals, competitive advantages, and consistent growth — becomes even more valuable as time passes, rewarding patient investors with expanding profits and wealth. On the other hand, a mediocre business struggles to grow or maintain its position, and over time, its weaknesses get exposed, often leading to stagnation or decline. In investing, time magnifies the gap between good and bad businesses.

The Compounding Life Newsletter - by Vivek Mashrani

The TechnoFunda Circle

📚 Book I'm Reading This Week Just Keep Buying Just Keep Buying by Nick Maggiulli is a practical, data-driven guide to building wealth through consistent investing and smart money decisions. Drawing from real-world analysis and personal finance research, Maggiulli challenges common myths around saving, investing, and timing the market, offering readers simple, actionable strategies to grow their wealth over time. With a focus on making steady progress rather than chasing perfection, the book emphasizes the power of continuous action — encouraging readers to prioritize consistent investment habits above all else to achieve long-term financial success. List of All Books I have Shared →

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Learn technical as well as fundamental concept in a simple way

The Hidden Cost of Holding On – Why Knowing When to Exit is a Superpower in Investing

In investing, we often focus heavily on what to buy and when to buy.

But rarely do we spend enough time asking:

👉 "When should I let go?"

Holding onto a poor investment comes at a much higher cost than just the unrealized loss.

It silently eats away at your capital, your future returns, and your mental bandwidth.

Let’s understand why letting go — even when it's hard — is one of the most powerful decisions you can make as an investor.

🔎 The True Costs of Holding On Too Long

🔹 Opportunity Cost:

Money stuck in a stagnating or declining stock could have been invested in better opportunities.

Every day you hold a poor performer, you lose the chance to ride a stronger trend somewhere else.

🔹 Time Cost:

Compounding needs time.

The longer your capital is tied up in a non-performing asset, the more you delay the wealth-creation journey.

🔹 Mental Cost:

Dead stocks drain emotional energy.

Constantly worrying about “when it will recover” prevents you from thinking objectively and acting decisively elsewhere.

🔹 Anchoring Bias:

Holding onto a loser often comes from the mental trap of wanting to "get back to your buy price," instead of reassessing whether the business still deserves your trust and capital.

🔹 Lost Compounding Potential:

Imagine keeping ₹1 lakh stuck in a stock that returns 0% over 5 years, while another opportunity compounded at 15%.

The cost isn’t zero. It’s a loss of over ₹1 lakh in missed gains.

🛑 Common Reasons We Hold Onto Bad Investments

• “It’s just a paper loss. I haven’t really lost anything yet.”
• “It’s bound to recover someday.”
• “Selling now would mean admitting I was wrong.”
• “What if it bounces back after I sell?”

These emotions are real — but acting on them can be financially devastating.

📈 A Smarter Way to Think About It

✅ Always ask yourself:

“If I had cash instead of this stock today, would I buy it again?”

If the answer is no, it’s a strong signal that you should exit.

✅ Remember:

Selling a bad stock is not a failure.

It’s an active choice to protect and grow your future wealth.

✅ Good investors are not attached to their past decisions.

They focus on what will make them wealthier tomorrow, not on recovering yesterday’s mistakes.

💬 Key Takeaway

Investing isn't just about riding winners — it’s equally about cutting losers quickly.

Capital preservation and emotional discipline are the bedrock of long-term success.

“You don’t have to recover your losses from the same place you lost them.”

Letting go is not a weakness.

It’s the strength of thinking forward, not backward.

🚀 My Content For This Week 🎬 YouTube: Technofunda Investment Themes 2025 | Muhurat Stocks ​ 📋 Twitter: Vivek Mashrani, CFA @MashraniVivek Look around: Gen Z lines up overnight for Nike sneaker launches, crowds gather outside Apple stores for iPhone launches, families upgrade to premium SUVs.. This isn’t random — it’s a megatrend called premiumization Let’s uncover the sectors and stocks that stand to win from 1:26 PM • Sep 20, 2025 0 Retweets 13 Likes Read 4 replies ​ 📷 Instagram: Wealth isn’t built overnight. It’s built through clarity, consistency, and compounding. 🔗 Linkedin: 🚗 India’s Auto Component Industry Is Accelerating Like Never Before.

🎙️ My Weekly Podcast For You

​​

Keep Compounding...

Vivek Mashrani, CFA Founder, TechnoFunda Investing

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